Improved Assistant

Assistant documents from saved invoice and other lists

The assistant can put a saved list of invoices, issues, expenses or other records in a document.

Before, the assistant could build a document only from text you provided, a saved contact list, or a saved count, comparison or sum. A request such as “Check my contacts for unpaid invoices and write it up as a document” failed with “That saved result cannot be added to a document.”

Other saved lists can now go in a document. It lists the exact total and one line for each of the first 100 records, using each record’s number, identifier, title or short description and its status or date. Notes, message bodies and other longer record content are not copied.

On the admin Jev assistant page, Jev no longer creates a record you did not ask for when it decides a request needs another step. It can still retry a write that failed because of its arguments.